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Roth Contributory IRA - New Portfolio

Alan Begane

Roth Contributory IRA
Individual Investor
Ranked #156,180 out of 836,058 TipRanks' Investors
Success Rate
59%
51 out of 86
profitable transactions
Average Return
33.27%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.17%
6-Month Return▲ 23.50%
12-Month Return▲ 65.81%
YTD Return▲ 11.45%
Total Return▲ 239.91%

Best Trade

Opened at
Closed at-
Gain▲ 714.52%

Bio

Performance

17.17%0-17.17%
▲ 9.25%
▲ 5.14%
▲ 13.23%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 3.24%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 2.68%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 17.17%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 13.76%
Oct 2025
▼ 3.57%
▲ 0.19%
▼ 12.96%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 5.18%
Dec 2025
▲ 1.08%
▲ 1.11%
▲ 11.45%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 9.25%▲ 5.14%▲ 13.23%
▲ 7.60%▲ 2.30%▲ 3.24%
▲ 2.76%▲ 2.05%▲ 2.68%
▲ 12.88%▲ 3.56%▲ 17.17%
▲ 10.96%▲ 2.38%▲ 13.76%
▼ 3.57%▲ 0.19%▼ 12.96%
▼ 0.10%▲ 0.08%▼ 5.18%
▲ 1.08%▲ 1.11%▲ 11.45%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Bitwise Crypto Industry Innovators ETF
1.02%
▲ 99.40%
4
Buy
Dec 22, 2025
Schwab US Dividend Equity ETF
1.47%
▼ 7.35%
7
Buy
Dec 22, 2025
Strata Critical Medical
7.72%
▲ 117.62%
3
Sell
Dec 22, 2025
Amprius Technologies Inc
8.31%
▲ 20.86%
3
Sell
Dec 22, 2025
SEALSQ Corp
7.43%
▲ 40.72%
3
Sell
Dec 22, 2025
Vertical Aerospace
▼ 2.20%
2
Sell
Dec 22, 2025
Microvast Holdings
▼ 33.89%
2
Sell
Dec 22, 2025
Richtech Robotics Inc. Class B
▼ 46.57%
2
Close
Dec 22, 2025
Webull Corporation
▼ 32.39%
2
Sell
Dec 22, 2025
Serve Robotics Inc
▼ 41.02%
2
Sell
Dec 22, 2025
Fermi Inc.
3.97%
▼ 6.94%
1
Buy
Dec 22, 2025
Rivian Automotive
8.95%
▲ 10.29%
1
Buy
Dec 18, 2025
Valens
2.11%
▲ 4.70%
1
Buy
Nov 24, 2025
Ondas Holdings
6.3%
▲ 83.98%
1
Buy
Nov 17, 2025
Cipher Mining
3.72%
▲ 5.92%
1
Buy
Nov 17, 2025
scPharmaceuticals
▲ 92.95%
8
Close
Oct 10, 2025
Invesco PHLX Semiconductor ETF
2.68%
▲ 54.84%
5
Buy
Sep 26, 2025
IonQ
▲ 175.89%
4
Sell
Sep 13, 2025
Exelixis
▲ 48.40%
3
Close
Sep 13, 2025
Carrier Global
▲ 0.71%
5
Close
Sep 13, 2025